What makes Bryan, CFP® distinct as a financial advisor is his dedication and commitment to serving clients as if they were family. Steadfast in sourcing curated solutions, thoughtful consideration, and intentional listening allow him to stand out in a sea-of-sameness.
Bryan considers it a privilege to be a trusted advisor, helping his clients and those that matter to them determine and accomplish their financial goals. He enjoys sharing his vast knowledge in a way that is understandable and solving the complex dilemmas that occur in today’s markets.
Bryan began his financial career in Mergers and Acquisitions, leading a team of analysts, and decided to move into personal finance in order to better serve his community.
Bryan serves his clients using the golden rule; treat others how one would like to be treated. His expertise includes:
- Investment Strategies
- Retirement Income Planning
- Insurance and Asset Protection Strategies
- Long-Term Care Options
- Estate and Legacy Planning Strategies
- Business Planning Strategies
- Building Net Worth for Families
- 529 Plans and Education Funding Strategies
Bryan graduated from Georgia State University, Summa Cum Laude, while triple-majoring in Finance, Business Economics, and Economic Policy. He holds Series 7 and 66, and CFP® certification.
Bryan currently lives in Roswell, Georgia and was born in South Florida, but raised in north Georgia, He is an Elder and Chairman of the Administration committee at Covenant Presbyterian and resides, with his spouse, in Roswell, GA. In his free time he is an antiquarian book collector and conservator.
Bryan Keenan is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Bryan offers securities in Georgia and is insurance licensed in Georgia.